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Rational Advisors’s ExxonMobil XOM Stock Holding History

Rational Advisors’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Sell
10,802
-1,177
-10% -$176K 0.14% 79
2026
Q1 		$2.03M Sell
11,979
-2,720
-19% -$397K 0.21% 68
2025
Q4 		$1.77M Buy
14,699
+7,814
+113% +$906K 0.18% 80
2025
Q3 		$776K Sell
6,885
-2,849
-29% -$317K 0.08% 92
2025
Q2 		$1.05M Buy
9,734
+685
+8% +$73.2K 0.1% 80
2025
Q1 		$1.08M Buy
9,049
+651
+8% +$72K 0.11% 77
2024
Q4 		$903K Sell
8,398
-3,885
-32% -$454K 0.09% 75
2024
Q3 		$1.44M Sell
12,283
-11,795
-49% -$1.36M 0.14% 75
2024
Q2 		$2.77M Buy
24,078
+5,265
+28% +$613K 0.27% 51
2024
Q1 		$2.19M Buy
18,813
+18,223
+3,089% +$1.91M 0.2% 59
2023
Q4 		$59K Hold
590
– – 0.01% 141
2023
Q3 		$69.4K Sell
590
-12
-2% -$1.32K 0.01% 142
2023
Q2 		$64.6K Sell
602
-11,343
-95% -$1.24M 0.01% 149
2023
Q1 		$1.31M Sell
11,945
-12,009
-50% -$1.33M 0.11% 80
2022
Q4 		$2.64M Sell
23,954
-14,395
-38% -$1.54M 0.22% 39
2022
Q3 		$3.35M Buy
38,349
+24,382
+175% +$2.23M 0.26% 33
2022
Q2 		$1.2M Buy
13,967
+13,373
+2,251% +$1.21M 0.09% 74
2022
Q1 		$49K Sell
594
-40,688
-99% -$3.16M ﹤0.01% 123
2021
Q4 		$2.53M Buy
41,282
+10,240
+33% +$640K 0.15% 51
2021
Q3 		$1.83M Buy
+31,042
New +$1.77M 0.14% 56
2020
Q4 		– Sell
-4,530
Closed -$155K – 614
2020
Q3 		$155K Buy
4,530
+4,443
+5,107% +$182K 0.07% 140
2020
Q2 		$4K Buy
+87
New +$3.9K ﹤0.01% 449
2020
Q1 		– Sell
-4,860
Closed -$339K – 531
2019
Q4 		$339K Sell
4,860
-3,330
-41% -$230K 0.16% 148
2019
Q3 		$579K Sell
8,190
-830
-9% -$60K 0.22% 125
2019
Q2 		$692K Buy
9,020
+4,955
+122% +$384K 0.25% 135
2019
Q1 		$328K Sell
4,065
-315
-7% -$24K 0.09% 165
2018
Q4 		$299K Buy
4,380
+164
+4% +$12.9K 0.09% 146
2018
Q3 		$358K Sell
4,216
-576
-12% -$47.1K 0.09% 172
2018
Q2 		$397K Sell
4,792
-2,769
-37% -$221K 0.19% 148
2018
Q1 		$564K Buy
7,561
+1,661
+28% +$133K 0.27% 122
2017
Q4 		$493K Sell
5,900
-15,848
-73% -$1.31M 0.26% 142
2017
Q3 		$1.78M Sell
21,748
-11,461
-35% -$910K 0.95% 24
2017
Q2 		$2.68M Buy
33,209
+9,509
+40% +$778K 1.67% 5
2017
Q1 		$1.94M Buy
+23,700
New +$1.98M 1.28% 17
2015
Q3 		$4.91M Sell
66,000
-4,500
-6% -$347K 1.98% 2
2015
Q2 		$5.87M Sell
70,500
-7,750
-10% -$666K 1.89% 7
2015
Q1 		$6.65M Buy
78,250
+6,790
+10% +$602K 1.61% 6
2014
Q4 		$6.61M Buy
+71,460
New +$6.66M 1.31% 13
2013
Q4 		$12.1M Sell
119,428
-5,141
-4% -$475K 1.04% 6
2013
Q3 		$10.7M Buy
124,569
+2,300
+2% +$207K 0.82% 7
2013
Q2 		$11M Buy
+122,269
New +$11M 0.93% 5

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Rational Advisors's XOM Position: Q2 2026 in Review

Rational Advisors reduced its ExxonMobil (XOM) stake by 9.8% in Q2 2026, selling an estimated $176K and leaving 10,802 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #79.

Rational Advisors first reported a position in XOM in Q2 2013 and has held it in 41 quarters since. The position peaked at $12.1M in Q4 2013. 2,061 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Rational Advisors held 10,802 shares of ExxonMobil worth $1.48M as of Q2 2026.
  • Rational Advisors sold 1,177 ExxonMobil shares in Q2 2026, an estimated $176K.
  • ExxonMobil made up 0.14% of Rational Advisors's portfolio in Q2 2026, its #79 holding.
  • Rational Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 41 quarters since.
  • Rational Advisors's ExxonMobil position peaked at $12.1M in Q4 2013.
  • 2,061 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.